The best returns are more than financial


We help people accumulate wealth, protect wealth, transfer wealth and achieve financial independence. 

Solutions

To help accomplish your objectives, we deliver a wide range of financial solutions:

  • Wealth Management Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Planning
  • Account Management Services

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

Take the next step

We welcome you to experience The Lester Investment Group difference for yourself. Contact us today to set up a meeting.

Meet the team